Records and Reporting Assistant

Operations Support Associate – Remote

We’re looking for a detail-oriented Operations Support Associate & Back Office Support Specialist to assist with invoicing support, CRM updates, billing records, order entry, and general data entry. This role is fully online, with clear processes and step-by-step task instructions.

Training is provided
, so prior experience is not required. If you’re organized, accurate, and can follow instructions, you’ll do well in this position.

• Enter, review, and verify information in spreadsheets and internal tools
• Process and organize invoices, receipts, and payment-related records
• Support basic billing updates and flag missing or incorrect information
• Update CRM records (contacts, notes, statuses, tags, activity history)
• Perform routine record cleanup for accuracy and consistency
• Enter and update orders, verify order details, and assist with confirmations
• Maintain organized digital files and documentation
• Follow defined workflows and complete tasks on time

• CRM familiarity (any platform)
• Experience in invoicing, order processing, billing support, or admin work

• Accurate, consistent entries with minimal corrections
• On-time task completion
• Clear communication when something is missing or unclear

• Basic computer skills and comfort using email
• Experience with Google Sheets/Excel (basic data entry + formatting)
• High attention to detail and ability to work accurately
• Reliable internet connection
• Ability to follow written processes and meet deadlines
• Clear, professional communication

• Experience with CRMs
• Any background in billing, invoicing, order processing, or admin support

• Guided onboarding with practice tasks
• Templates, examples, and quality standards provided
• Ongoing support and feedback as you ramp up

• Remote/online work environment
• Flexible schedule (you manage your availability)
• Task-based workflow with clear instructions

Submit your application and include your weekly availability and your earliest start date.